Add several products to Sales Opertunity

(0) Share

Report

Posted on by Orjan Aadalen

125

Is it possible to add several products into a salesopertunity in a quick way?

F.ex if I need to add 30 spesific products that are often used for a kind of offer, but price is changeable.
What is the best way? add product by product? Takes a lot of time.

I have the same question (0)

All responses (2)

Answers (1)

Sort by

Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi Orjan,

Go settings > Administration > System Settings > Sales.

you’ll need to enable the Adding Products to Yes.

Now, when you click on Add Products in the Opportunity’s Product Line Items tab, you’ll see a Quick Create Form like form on which you can Add Multiple Products in one go.

And then go to + Add products

Now, a Quick Create form will appear on which you can select multiple products.

For more information, you can refer following link:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/add-products-enhanced-experience

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

Was this reply helpful? Yes No